{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/629f8d5a224b0600129ff793/66f727c22750688fd045b6c2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Financial Plans ft. Cindy David","description":"<p>On this week's episode, Lori and Jon are joined by returning guest Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. Together, they discuss the benefits of a financial plan and how often you should be reviewing your plan. Cindy also shares the process of creating a financial plan for a client and adjusting your tax planning strategy since the capital gains inclusion rate change.</p><p>Enjoy!</p>","author_name":"Lori Pinkowski"}